EP Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $965K | Buy |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $950K | Buy |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $695K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $305K | Sell |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10.3M | Buy |
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|
2015
Q3 | $8.68M | Sell |
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|
2015
Q2 | $10.3M | Buy |
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|
2015
Q1 | $10.1M | Buy |
|